CIGOGNE MANAGEMENT SA
CIK: 0002047346SEC EDGAR →
Portfolio Value
$168.6B
Holdings
79
As of
Q4 2024
New Positions
79
Closed Positions
0
Portfolio Value History
No historical data available yet. Chart will appear after multiple quarterly filings.
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | JNPPut JUNIPER NETWORKS INC | 279,747 | $10.5B | 6.21% |
| 2 | AIRBNB INC | 11,000,000 | $10.3B | 6.12% |
| 3 | ENDEAVOR GROUP HLDGS INC | 270,000 | $8.4B | 5.01% |
| 4 | HASHICORP INC | 203,805 | $7.0B | 4.14% |
| 5 | DBPut DEUTSCHE BANK A G | 375,000 | $6.2B | 3.70% |
| 6 | —Call ARCADIUM LITHIUM PLC | 1,138,500 | $5.8B | 3.46% |
| 7 | SMARTSHEET INC | 97,850 | $5.5B | 3.25% |
| 8 | FRONTIER COMMUNICATIONS PARE | 147,405 | $5.1B | 3.03% |
| 9 | ZUORA INC | 495,000 | $4.9B | 2.91% |
| 10 | ENSTAR GROUP LIMITED | 14,928 | $4.8B | 2.85% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Unknown | 43 | $122.8B | 72.8% |
| Financial Services | 8 | $19.9B | 11.8% |
| Consumer Cyclical | 6 | $6.3B | 3.8% |
| Technology | 6 | $4.5B | 2.7% |
| Healthcare | 4 | $4.5B | 2.6% |
| Industrials | 4 | $3.9B | 2.3% |
| Consumer Defensive | 5 | $2.8B | 1.7% |
| Real Estate | 1 | $2.8B | 1.7% |
| Communication Services | 1 | $569.3M | 0.3% |
| Utilities | 1 | $409.8M | 0.2% |